+80.7%
BCV vs VT
+74.4%
+6.2%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.1% | -1.2% |
| 7D | -2.3% | -0.1% | -2.2% | -2.2% |
| 30D | -9.5% | -3.1% | -6.5% | -7.4% |
| 3M | -14.2% | -3.5% | -10.7% | -11.9% |
| 6M | -13.2% | +0.5% | -13.6% | -13.2% |
| YTD | -0.4% | +10.8% | -11.2% | -6.8% |
| 1Y | -5.5% | +11.9% | -17.4% | -12.1% |
| 3Y | +80.7% | +73.0% | +7.7% | +21.7% |
| All | +80.7% | +74.4% | +6.2% | +21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling